Content Team | Modernizing Wealth Management: A Back Office Revolution

Modernizing Wealth Management: A Back Office Revolution

I sit down with Ryan George, the CMO of Docupace, a leading cloud-based fintech platform transforming the back office processes in the financial services industry. With over 15 years of marketing and communications experience in finance, Ryan shares his journey and how he became a driving force in modernizing and digitizing the back office.

Discover the transformative trends in fintech and wealth management tech as Ryan sheds light on what’s worth paying attention to and what might be overhyped, including the role of cryptocurrency and the potential impact of AI in the industry’s future.

The COVID pandemic accelerated the back office revolution in wealth management, and Ryan emphasizes the importance of digitizing and transforming these processes to enhance efficiency and improve the client experience. Learn how Docupace’s platform played a significant role in transforming operations for leading financial firms like RBC wealth management by reducing processing time and paperwork rejections.

Docupace’s impressive journey is backed by over $70 million in funding, and the company serves some of the largest independent broker-dealers and registered investment advisers (RIAs) in the financial services industry. Tune in to hear how Docupace earned accolades like being named to the 2021 Inc. 5000 list of America’s fastest-growing private companies and winning the 2021 Gold Globee Award for “Hot Technology of the Year.”

Ryan’s admiration for business leader Jamie Dimon, CEO of JP Morgan Chase, stems from his optimism and perspective, and he discusses how technology is reshaping the financial industry.

Don’t miss this episode where Ryan George shares his expertise and insights into the future of financial advice and how technology will revolutionize the financial services landscape in the years to come. Whether you’re a financial professional, tech enthusiast, or interested in the future of finance, this episode offers a fascinating exploration of the back office revolution and its transformative impact on the industry.

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